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NSC | Tracking Invoice Amount Edits by Role Using Saved Search
Scenario
A user wanted to create a Saved Search in NetSuite to identify users who edited Invoice amounts based on their assigned roles and approval thresholds.
The business needed to analyze how often Invoice value edits were being performed by users with the roles Director and Manager in order to evaluate and potentially adjust approval thresholds.
The required thresholds were:
- Director for Invoice edits greater than or equal to 15,000
- Manager for Invoice edits less than or equal to 14,999
The user understood that most of the edit history information is stored within the System Information subtab and wanted to determine which fields could be used in a Saved Search to track Invoice amount edits, editing users, user roles, and transaction values.
Judy Culanding | RPM | New to NetSuite
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